Spire Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $595K | Sell |
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|
2025
Q2 | $587K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $991K | Sell |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $911K | Buy |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $22K | Buy |
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